Purchases and Sales Made in Q1 2024 in S&P Global Inc. (SPGI)
This table provides information about the institutional ownership of S&P Global Inc. (SPGI) during Q1 2024. The information is specifically focused on institutions that hold shares of S&P Global Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Gam Holding Ag
|
SELL
|
- |
-8- 0.13% |
$3.35K - $3.68K
|
6.37K
$3.35M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-8- 6.78% |
$3.35K - $3.68K
|
110
$57.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-9- 23.08% |
$3.77K - $4.14K
|
30
$15.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-9- 1.21% |
$3.77K - $4.14K
|
736
$387K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-9- 8.74% |
$3.77K - $4.14K
|
94
$49.4K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-9- 8.74% |
$3.77K - $4.14K
|
94
$49.4K
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-9- 0.77% |
$3.77K - $4.14K
|
1.16K
$612K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-9- 1.62% |
$3.77K - $4.14K
|
547
$287K
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-9- 0.1% |
$3.77K - $4.14K
|
9.21K
$4.84M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-9- 0.48% |
$3.77K - $4.14K
|
1.86K
$975K
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-9- 0.02% |
$3.77K - $4.14K
|
50.6K
$26.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-10- 0.44% |
$4.18K - $4.6K
|
2.27K
$1.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
SELL
|
- |
-10- 1.14% |
$4.18K - $4.6K
|
865
$454K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-10- 0.43% |
$4.18K - $4.6K
|
2.33K
$1.22M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-10- 0.1% |
$4.18K - $4.6K
|
9.98K
$5.24M
|
|
|
May 13, 2024
Q1 2024
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-10- 7.35% |
$4.18K - $4.6K
|
126
$66.2K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-10- 1.78% |
$4.18K - $4.6K
|
552
$290K
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-10- 1.71% |
$4.18K - $4.6K
|
575
$302K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-11- 5.79% |
$4.6K - $5.06K
|
179
$94K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-11- 18.03% |
$4.6K - $5.06K
|
50
$26.3K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-11- 0.59% |
$4.6K - $5.06K
|
1.85K
$972K
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-11- 0.09% |
$4.6K - $5.06K
|
12.8K
$6.7M
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-11- 1.29% |
$4.6K - $5.06K
|
840
$441K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-12- 0.38% |
$5.02K - $5.52K
|
3.17K
$1.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-13- 1.04% |
$5.44K - $5.98K
|
1.23K
$648K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-14- 2.29% |
$5.86K - $6.44K
|
597
$314K
|
|
|
May 15, 2024
Q1 2024
|
Channing Global Advisors, LLC
|
SELL
|
- |
-14- 0.59% |
$5.86K - $6.44K
|
2.36K
$1.24M
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-15- 15.46% |
$6.28K - $6.9K
|
82
$43.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-15- 0.57% |
$6.28K - $6.9K
|
2.61K
$1.37M
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-15- 0.64% |
$6.28K - $6.9K
|
2.33K
$1.23M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-16- 2.55% |
$6.7K - $7.36K
|
611
$321K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-17- 0.92% |
$7.11K - $7.82K
|
1.84K
$964K
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-17- 0.34% |
$7.11K - $7.82K
|
5.01K
$2.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-17- 0.07% |
$7.11K - $7.82K
|
26K
$13.7M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-17- 1.6% |
$7.11K - $7.82K
|
1.04K
$548K
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-18- 1.25% |
$7.53K - $8.27K
|
1.43K
$749K
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-18- 0.63% |
$7.53K - $8.27K
|
2.84K
$1.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-19- 2.08% |
$7.95K - $8.73K
|
896
$471K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-19- 29.69% |
$7.95K - $8.73K
|
45
$23.6K
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-19- 2.48% |
$7.95K - $8.73K
|
747
$392K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-19- 6.05% |
$7.95K - $8.73K
|
295
$155K
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-20- 0.14% |
$8.37K - $9.19K
|
13.8K
$7.24M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-22- 0.84% |
$9.21K - $10.1K
|
2.6K
$1.36M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-22- 0.1% |
$9.21K - $10.1K
|
22.3K
$11.7M
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-22- 2.99% |
$9.21K - $10.1K
|
714
$375K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-23- 0.35% |
$9.63K - $10.6K
|
6.61K
$3.47M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-23- 9.79% |
$9.63K - $10.6K
|
212
$111K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-23- 82.14% |
$9.63K - $10.6K
|
5
$2.63K
|
|
|
May 08, 2024
Q1 2024
|
Milestone Resources Group LTD
|
SELL
|
- |
-24- 0.01% |
$10K - $11K
|
254K
$134M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-24- 2.21% |
$10K - $11K
|
1.06K
$557K
|